Customer Relationship Management (CRM), Ms Excel, Involuntary distributions, QDRO, NIGO Processing, Recordkeeping system updates, Money In Money Out reporting, retirement solutions, Lost earnings calculations, Data Correction

Power Bi, Power Automate, Advanced Excel, Tableau, Automation, Sql, Vba, Data Visualization, Python, Generative AI, Data Analysis, Ai, Reporting Solutions, Analytics, AI-assisted business processes, Business intelligence

google sheets , campaign strategy development , Data Analytics, Google Analytics, SEO, Hotjar, Digital Marketing, performance marketing, Google Data Studio, Crazy Egg, measurement reporting, Google Docs, Analytical Skills, paid advertising, Meta Business Manager, Strategic Thinking, Google Ads, Social Media Marketing, Ads Manager, communication

Ms Excel, SAP, Cost Analysis, cost forecasting, financial reporting, Project Accounting, financial management systems

business insights , Data Modeling, Power Bi, SAS, Advanced Excel, Tableau, Data Extraction, Sql, Retail Analytics, Data Visualization, Python, Statistical Analysis, R, Microstrategy, Stakeholder Management